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Hedge Funds Similar to Richard Bernstein Advisors

13F Portfolio OverlapQ1 2026Richard Bernstein Advisors portfolio →
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Most similar hedge funds by 13F overlap

Richard Bernstein Advisors LLC is an institutional investor managing $3.4B across 227 U.S. equity positions as of Q1 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Richard Bernstein Advisors are Advisor Network, Brendel Financial Advisors, THOMPSON DAVIS, with shared positions in $BAR, $WDC, $MTZ, $DOV, $CHRW, $FIX. The full ranking of 25 similar funds is below.

#1Capital Advisor Network LLCActive
Some overlap · 3 shared positions
$BAR$WDC$MTZ
$80M
183 positions
#2Brendel Financial Advisors LLCPassive
Some overlap · 3 shared positions
$BAR$DOV$CHRW
$216M
101 positions
#3THOMPSON DAVIS & CO., INC.Active
Some overlap · 4 shared positions
$DOV$FIX$EME$DY
$167M
168 positions
#4Sivia Capital Partners, LLCPassive
Some overlap · 4 shared positions
$DOV$FIX$WDC$SPGI
$822M
540 positions
#5Vanguard National Trust CoSmart money
Slight overlap · 4 shared positions
$DOV$PM$PEP$SPGI
$1.8B
787 positions
#6Newton One Investments LLCActive
Slight overlap · 4 shared positions
$DOV$PM$PEP$MTZ
$392M
150 positions
#7SYM FINANCIAL CorpActive
Slight overlap · 4 shared positions
$DOV$FIX$TRGP$WDC
$1.3B
524 positions
#8PARTNERS CAPITAL INVESTMENT GROUP, LLPActive
Slight overlap · 3 shared positions
$DOV$MTZ$SPGI
$2.8B
186 positions
#9Value Investment Professionals, LLCPassive
Slight overlap · 3 shared positions
$DOV$STRL$PM
$115M
101 positions
#10C M BIDWELL & ASSOCIATES LTDPassive
Slight overlap · 3 shared positions
$DOV$FIX$WDC
$245M
494 positions
#11JDH Wealth Management, LLCActive
Slight overlap · 3 shared positions
$DOV$FIX$WDC
$165M
59 positions
#12WESPAC Advisors, LLCPassive
Slight overlap · 3 shared positions
$DOV$FIX$COR
$198M
202 positions
#13Rithm Capital Corp.Active
Slight overlap · 6 shared positions
$MTZ$STRL$EME$PRIM$BWXT$DY
$81M
38 positions
#14Addison Capital CoActive
Slight overlap · 3 shared positions
$DOV$PM$PEP
$610M
184 positions
#15Hubbell Strickland Wealth Management, LLCSmart money
Slight overlap · 3 shared positions
$DOV$PM$PEP
$277M
87 positions
#16PARTHENON LLCActive
Slight overlap · 3 shared positions
$DOV$PM$PEP
$967M
129 positions
#17GeoWealth Management, LLCPassive
Slight overlap · 3 shared positions
$DOV$PM$PEP
$3.2B
882 positions
#18LOCKHEED MARTIN INVESTMENT MANAGEMENT COActive
Slight overlap · 3 shared positions
$DOV$PM$PEP
$2.5B
117 positions
#19NAVELLIER & ASSOCIATES INCPassive
Slight overlap · 5 shared positions
$AGX$MTZ$FIX$STRL$EME
$1.3B
322 positions
#20MANCHESTER FINANCIAL INCActive
Slight overlap · 3 shared positions
$DOV$FIX$EME
$565M
142 positions
#21Rakuten Investment Management, Inc.Smart money
Slight overlap · 3 shared positions
$DOV$PEP$PM
$34.6B
467 positions
#22TSG Advice Partners, LLC
Slight overlap · 3 shared positions
$DOV$PEP$PM
$667M
135 positions
#23Index Technologies Group LLCPassive
Slight overlap · 4 shared positions
$DOV$AGX$MTZ$WDC
$125M
275 positions
#24Three Bridge Wealth Advisors, LLCActive
Slight overlap · 3 shared positions
$DOV$CHRW$PEP
$399M
87 positions
#25CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Slight overlap · 5 shared positions
$AGX$MTZ$STRL$TRGP$DY
$2.2B
73 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.